Tom W. Fogarty

Analyst-Equity bei

Ballast Asset Management LP

Finance

Consumer Services

Profil

Mr. Tom W.
Fogarty is an Partner at Ballast Asset Management LP.
He brings more than 25 years of investment analysis and decision making.
Mr. Fogarty was previously employed as a Senior Securities Analyst by Dreman Value Management LLC, a Senior Vice President by Jefferies & Co., Inc., an Investment Analyst by Rockhampton Management U.K.
LLP, an Associate Director by UBS Securities LLC, and a Credit Analyst by Moody's Investors Service, Inc. He received his undergraduate degree from Vassar College and an MBA from the University of Michigan.

Aktive Positionen von Tom W. Fogarty

Unternehmen	Position	Beginn
Ballast Asset Management LP Ballast Asset Management LP Investment ManagersFinance BAM seeks to achieve superior risk-adjusted returns on capital by adhering to consistent investment processes and an unwavering commitment to the highest ethical standards. They employ the Ballast SMid-Cap strategy, which typically invests at least 80% of an account’s assets in equity securities of small- and mid-cap companies. The firm utilizes a value style and fundamental, bottom-up approach to investing. BAM utilizes disciplines that serve as sell signals, such as a security reaching a predetermined price target, a change to a company’s fundamentals that make the risk/return profile unattractive, or a need to improve the overall risk/return profile of an account.	Analyst-Equity	01.01.2017

Alle aktiven Positionen von Tom W. Fogarty

Ehemalige bekannte Positionen von Tom W. Fogarty

Unternehmen	Position	Ende
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01.09.2011
Silverstone Capital LLP (US) Silverstone Capital LLP (US) Investment ManagersFinance Silverstone is an alternative investment manager following an occasionally activist equity long/short investment approach. The firm invests globally in listed equity and in equity-linked instruments. They target companies with growth potential throughout the automotive value chain including manufacturers, suppliers and dealers of vehicles including automobiles, trucks and scooters. Approximately half of the firm's investment universe is in Japan and other Asian countries, with the rest of their investments equally divided between Europe and the US. Silverstone has strategic relationships with Rockhampton Management based in Hong Kong and Singapore, and relies on Tokyo-based Oasis Advisors to advise their Asian portfolios. Silverstone's investment process is bottom-up and based on the firm's extensive experience in automotive investing. They manage concentrated portfolios of significant minority interests, exclusively in the automotive industry. The Silverstone fund is a market-neutral strategy launched in 2004 by Ecofin Ltd. The market-neutral Monza fund, launched by Silverstone in 2007, is more concentrated, subject to higher volatility and is invested in less liquid assets, complemented with fixed-income.	Chief Investment Officer	30.06.2008
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01.01.2004
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Corporate Officer/Principal	01.05.1998
Dreman Value Management LLC Dreman Value Management LLC Investment ManagersFinance DVM is a contrarian value investment management firm which aims to provide superior investment performance over a long-term horizon. The firm’s investment team uses a disciplined, bottom-up, low P/E approach to investing. All of their strategies are based on extensive research into undervalued equities.	Analyst-Equity	-

Sehen Sie sich die Erfahrung von Tom W. Fogarty im Detail an

Ausbildung von Tom W. Fogarty

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Tom W. Fogarty im Detail an

Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen	8
Dreman Value Management LLC Dreman Value Management LLC Investment ManagersFinance DVM is a contrarian value investment management firm which aims to provide superior investment performance over a long-term horizon. The firm’s investment team uses a disciplined, bottom-up, low P/E approach to investing. All of their strategies are based on extensive research into undervalued equities.	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Moody's Investors Service, Inc. Moody's Investors Service, Inc. Investment ManagersFinance Provides investment research	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Vassar College Vassar College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Silverstone Capital LLP (US) Silverstone Capital LLP (US) Investment ManagersFinance Silverstone is an alternative investment manager following an occasionally activist equity long/short investment approach. The firm invests globally in listed equity and in equity-linked instruments. They target companies with growth potential throughout the automotive value chain including manufacturers, suppliers and dealers of vehicles including automobiles, trucks and scooters. Approximately half of the firm's investment universe is in Japan and other Asian countries, with the rest of their investments equally divided between Europe and the US. Silverstone has strategic relationships with Rockhampton Management based in Hong Kong and Singapore, and relies on Tokyo-based Oasis Advisors to advise their Asian portfolios. Silverstone's investment process is bottom-up and based on the firm's extensive experience in automotive investing. They manage concentrated portfolios of significant minority interests, exclusively in the automotive industry. The Silverstone fund is a market-neutral strategy launched in 2004 by Ecofin Ltd. The market-neutral Monza fund, launched by Silverstone in 2007, is more concentrated, subject to higher volatility and is invested in less liquid assets, complemented with fixed-income.	Finance
Ballast Asset Management LP Ballast Asset Management LP Investment ManagersFinance BAM seeks to achieve superior risk-adjusted returns on capital by adhering to consistent investment processes and an unwavering commitment to the highest ethical standards. They employ the Ballast SMid-Cap strategy, which typically invests at least 80% of an account’s assets in equity securities of small- and mid-cap companies. The firm utilizes a value style and fundamental, bottom-up approach to investing. BAM utilizes disciplines that serve as sell signals, such as a security reaching a predetermined price target, a change to a company’s fundamentals that make the risk/return profile unattractive, or a need to improve the overall risk/return profile of an account.	Finance